Mike Liu
Financial Adviser in Sydney, New South Wales, Australia
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Australian Securities and Investments Commission (ASIC)
Adviser number001002650
- Location
- Sydney NSW 2000
- Licensee
- Apex Macro Financial Group Pty. Ltd. (AFSL 498715); Currenc Pty Ltd (AFSL 505118)
- Authorised since
- 1 November 2020
- First provided advice
- 2006
- Qualifications
- Advanced Diploma of Financial Service (Financial Planning), Tribeca (2006); Diploma of Financial Service, Tribeca (2006); Margin Lending and Geared Investments, Kaplan Professional (2010); Certified Financial Planner, Financial Planning Association (2011); Self Managed Superannuation Funds, Kaplan Professional (2011)
- Memberships
- Financial Advice Association of Australia (FAAA)
- Advice areas
- superannuation, securities, managed investment schemes, life risk insurance, life investment products, deposit and payment products, government debentures, stocks and bonds, retirement savings accounts, standard margin lending, derivatives
- Tax (financial) advice
- Yes
- Register status
- Current
About Mike Liu
On the Financial Advisers Register kept by ASIC, Mike Liu appears as a current financial adviser in Sydney, New South Wales, adviser number 001002650.
The licensee Mike advises under is Apex Macro Financial Group Pty. Ltd. (AFS licence 498715). The register also lists Currenc Pty Ltd (licence 505118). That authorisation dates from 1 November 2020.
The register records 2006 as the year Mike first provided financial advice. The qualifications listed for Mike include Advanced Diploma of Financial Service (Financial Planning) (Tribeca, 2006), Diploma of Financial Service (Tribeca, 2006) and Margin Lending and Geared Investments (Kaplan Professional, 2010). Professional memberships recorded: Financial Advice Association of Australia (FAAA).
The authorisation covers advice on superannuation, securities, managed investment schemes, life risk insurance, life investment products and deposit and payment products, among 10 product areas in total. The register also shows that tax (financial) advice services can be provided.
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Questions people ask
Is Mike Liu a registered financial adviser?
Yes. Mike Liu is listed as a current financial adviser on ASIC's Financial Advisers Register under adviser number 001002650.
Which licensee does Mike Liu work under?
Apex Macro Financial Group Pty. Ltd., Australian financial services licence 498715 and Currenc Pty Ltd, Australian financial services licence 505118.
What can Mike Liu give advice on?
The register lists these advice areas: superannuation; securities; managed investment schemes; life risk insurance; life investment products; deposit and payment products; government debentures, stocks and bonds; retirement savings accounts; standard margin lending; derivatives.